Transactions
282
Total transactions associated with this filer
Disclosed purchases
69
$6.8M – $15.5M
Average modeled return
+75.1%
60 of 69 purchases modeled
Average vs. S&P 500
-17.0%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
12 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
60 of 69 disclosed purchases have modeled returns for this period. 9 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| CRWD | CrowdStrike Holdings, Inc. | Oct 1, 2021 | Nov 6, 2026 | +248.1% | +81.0% | +167.0% |
| CRWD | CrowdStrike Holdings, Inc. | Oct 1, 2021 | Nov 6, 2026 | +248.1% | +81.0% | +167.0% |
| CRWD | CrowdStrike Holdings, Inc. | Oct 1, 2021 | Nov 6, 2026 | +248.1% | +81.0% | +167.0% |
| CRWD | CrowdStrike Holdings, Inc. | Oct 1, 2021 | Nov 6, 2026 | +248.1% | +81.0% | +167.0% |
| CRWD | CrowdStrike Holdings, Inc. | Oct 1, 2021 | Nov 6, 2026 | +248.1% | +81.0% | +167.0% |
| CRWD | CrowdStrike Holdings, Inc. | Oct 1, 2021 | Nov 6, 2026 | +248.1% | +81.0% | +167.0% |
| CRWD | CrowdStrike Holdings, Inc. | Jun 24, 2021 | Nov 6, 2026 | +242.0% | +85.5% | +156.5% |
| CAT | CATERPILLAR INC | Apr 20, 2021 | Nov 6, 2026 | +170.7% | +92.0% | +78.8% |
| AAPL | Apple Inc. | Feb 23, 2021 | Nov 6, 2026 | +179.8% | +104.9% | +74.9% |
| AAPL | Apple Inc. | Feb 22, 2021 | Nov 6, 2026 | +179.5% | +105.1% | +74.4% |
| AAPL | Apple Inc. | Apr 20, 2021 | Nov 6, 2026 | +164.5% | +92.0% | +72.6% |
| CVX | CHEVRON CORP | Apr 20, 2021 | Nov 6, 2026 | +163.0% | +92.0% | +71.1% |
| CVX | CHEVRON CORP | Jun 29, 2021 | Nov 6, 2026 | +153.8% | +84.4% | +69.4% |
| CVX | CHEVRON CORP | May 27, 2021 | Nov 6, 2026 | +155.6% | +88.7% | +66.9% |
| AAPL | Apple Inc. | Jan 19, 2021 | Nov 6, 2026 | +175.9% | +109.7% | +66.2% |
| CVX | CHEVRON CORP | Feb 23, 2021 | Nov 6, 2026 | +167.5% | +104.9% | +62.7% |
| CVX | CHEVRON CORP | Apr 5, 2021 | Nov 6, 2026 | +155.0% | +94.7% | +60.3% |
| AMAT | APPLIED MATERIALS INC /DE | Apr 5, 2021 | Nov 6, 2026 | +143.3% | +94.7% | +48.6% |
| AMAT | APPLIED MATERIALS INC /DE | Apr 5, 2021 | Nov 6, 2026 | +143.3% | +94.7% | +48.6% |
| MSFT | MICROSOFT CORP | Jan 19, 2021 | Nov 6, 2026 | +157.1% | +109.7% | +47.5% |
| KKR | KKR & Co. Inc. | Jan 13, 2021 | Nov 6, 2026 | +146.1% | +109.0% | +37.1% |
| MSFT | MICROSOFT CORP | Feb 23, 2021 | Nov 6, 2026 | +138.0% | +104.9% | +33.2% |
| MSFT | MICROSOFT CORP | May 26, 2021 | Nov 6, 2026 | +120.3% | +88.8% | +31.4% |
| META | Meta Platforms, Inc. | Feb 23, 2021 | Nov 6, 2026 | +131.7% | +104.9% | +26.8% |
| DE | DEERE & CO | Aug 10, 2021 | Nov 6, 2026 | +90.9% | +78.2% | +12.7% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 12 · 282 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| TWTR | Twitter, Inc. | Oct 31, 2022 | sale | $50.0K – $100.0K | Filing ↗ |
| TWTR | Twitter, Inc. | Jan 24, 2022 | purchase | $50.0K – $100.0K | Filing ↗ |
| TWTR | Twitter, Inc. | Jan 19, 2022 | purchase | $15.0K – $50.0K | Filing ↗ |
| VZ | VERIZON COMMUNICATIONS INC | Jan 7, 2022 | sale | $250.0K – $500.0K | Filing ↗ |
| TWTR | Twitter, Inc. | Dec 16, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| TWTR | Twitter, Inc. | Dec 16, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| ORCC | Owl Rock Capital Corporation | Nov 30, 2021 | purchase | $50.0K – $100.0K | Filing ↗ |
| PYPL | PayPal Holdings, Inc. | Nov 19, 2021 | purchase | $50.0K – $100.0K | Filing ↗ |
| LUV | SOUTHWEST AIRLINES CO | Nov 19, 2021 | purchase | $100.0K – $250.0K | Filing ↗ |
| TWTR | Twitter, Inc. | Nov 19, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| TWTR | Twitter, Inc. | Nov 19, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| VZ | VERIZON COMMUNICATIONS INC | Nov 19, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| TWTR | Twitter, Inc. | Nov 19, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| VZ | VERIZON COMMUNICATIONS INC | Nov 19, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| TWTR | Twitter, Inc. | Nov 19, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| PYPL | PayPal Holdings, Inc. | Nov 15, 2021 | purchase | $100.0K – $250.0K | Filing ↗ |
| PYPL | PayPal Holdings, Inc. | Nov 15, 2021 | purchase | $100.0K – $250.0K | Filing ↗ |
| PYPL | PayPal Holdings, Inc. | Oct 26, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Oct 26, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Oct 26, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| PYPL | PayPal Holdings, Inc. | Oct 26, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| CVX | CHEVRON CORP | Oct 18, 2021 | sale | $100.0K – $250.0K | Filing ↗ |
| CRWD | CrowdStrike Holdings, Inc. | Oct 18, 2021 | sale | $100.0K – $250.0K | Filing ↗ |
| BA | BOEING CO | Oct 4, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| TWTR | Twitter, Inc. | Oct 4, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10073345 | 102 | PARSED | Filing ↗ |
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians